PMS
SIF surge: how a new fund class is disrupting HNI investing in India, squeezing Category III AIFs and PMS providers
The launch of specialized investment funds (SIFs) with favourable tax structures and lower entry barriers has disrupted India's HNI investment market, forcing PMS and Category III AIF providers to either adapt.
5 min read5 Aug 2026Mint Explainer | Will Sebi's proposed changes lift the portfolio management industry?
Sebi's proposed changes are expected to attract fresh allocations by existing investors and a new class of investors that may find the proposed products lucrative.
5 min read25 Jul 2026Sebi proposes MF-only portfolio management service, wider investment universe
Under the proposal, portfolio managers would be allowed to exclusively manage client money in direct plans of mutual fund schemes, including exchange-traded funds and specialized investment funds, through a separate MF-PMS registration.
4 min read23 Jul 2026New mutual fund houses are lining up. Should you trust them with your money?
New fund houses may offer innovative products and investment styles, but investors should scrutinize track records, investment philosophy, process and management before investing.
2 min read23 Jun 2026Mutual funds vs PMS: A complete guide to minimum investment, portfolio structure and investor fit
Mutual funds pool money from multiple investors and are generally more accessible and suitable for a wide range of investors. On the other hand, PMS offers a personalised investment experience where portfolios are tailored to an individual's financial goals, risk appetite, and preferences.
4 min read17 Jun 2026PMS or AIF: Where are HNIs finding better risk-adjusted returns?
Studies show that top PMS strategies have generated around 60 basis points of excess return per month over benchmarks. More importantly, roughly 7 out of 10 PMS strategies have beaten their benchmarks. That’s not easy, especially in markets where beating the index itself is tough.
4 min read17 Apr 2026Portfolio management services: A perspective for investors
Investors considering portfolio management services should understand its unique features, including model portfolios, taxation, liquidity options, and flexibility in asset allocation. Each PMS caters to individual client needs while maintaining some common investment strategies.
3 min read18 Dec 2025Portfolio management services ride on pension savings, not just the wealth of the rich
Portfolio management services ride on pension savings, not just the wealthyPension funds power portfolio management growth beyond the wealthy
3 min read16 Aug 2025Why India's AIFs are outpacing portfolio management services
AIFs want you to invest ₹1 crore, while PMS schemes demand a minimum of ₹50 lakh. However, the former is growing thrice as fast as the latter.
3 min read29 May 2025Sebi’s co-investment proposal gets fund manager backing, but lawyers flag legal gaps, tax risks
Sebi’s plan to allow co-investments through co-investment vehicles under AIFs has fund managers excited—but lawyers warn of legal gaps, tax risks, and rigid exit terms that could dull its impact.
3 min read20 May 2025Wait for it…
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